Implementation Manager with AI, Eltropy
New College Graduate
Office located in Santa Clara, CA
Compliant and secure digital communications platform
Open for applications
Compliant and secure digital communications platform
101-200 employees
Open for applications
Office located in Santa Clara, CA
101-200 employees
Company mission
To enable financial institutions to digitally engage in a secure and compliant way.
Role
Who you are
- We are looking for enthusiastic entry level candidates for this role
- Examples of successful enterprise SaaS configuration, user training and project delivery
- Fundamental knowledge of SaaS applications, basics of DNS administration and IT networking (VPN, SFTP)
- Financial services SaaS and IT experience
- Excellent written and verbal communication skills
What the job involves
- Onboarding new Eltropy customers quickly and smoothly is key to ensuring a world-class SaaS customer experience and minimizing time-to-value
- Similarly, automating financial conversations with consumers using AI and integrating with core banking, online banking, marketing automation, collections, and loan origination systems provides critical strategic advantages to Eltropy and immense value to our financial-institution customers
- The Implementation Manager utilizes strong project management, technical problem solving, negotiation and customer experience skills to:
- Onboard new customers and users
- Design, test and bring live AI Agents (voice and chat)
- Explain, implement, test and bring live our most complex integrations
- Successful Implementation Managers work closely with customers and Eltropy’s Product Operations team using a well-developed methodology and understanding of financial services systems and business processes
- Customer implementation project management:
- Plan, coordinate, and execute multiple concurrent customer implementations of Eltropy’s platform, AI Agents and integrations with other financial systems
- Accelerate implementations by developing and using Eltropy onboarding automation system templates, documentation, in-app tutorials and recorded online trainings
- Generate and drive project plans, meeting agendas, and custom documentation
- Create and configure SaaS instances
- Troubleshoot implementation issues in concert with technical experts
- Measure number, duration and CSAT of completed live implementations using
- Use-case and industry knowledge:
- Learn all use cases applicable to each assigned customer
- Learn all released Eltropy communication, AI and integration products to a level at which you can demo them and train customers to implement and use them
- Learn fundamentals of Community Financial Services - lending, savings, member/consumer growth, compliance, security, technology vendors, share of wallet, etc
- Educate customers and Eltropy employees on use cases
- Referenceable customers:
- Ensure that customers will serve as positive references of Eltropy after go-live
- Measure and track CSAT collected by Eltropy systems
- Customer training:
- Record e-webinars to train customers how to implement all channels, features and automations
- Use WalkMe in-app tutorials to train all new users how to use the Eltropy application
- Customize training content and deliver it for specific customers when needed
- Voice of the customer:
- Drive onboarding customers’ product-, technology- and service needs internally within Eltropy. During implementation, advocate internally on behalf of the customer to ensure that the user experience of customers’ employees (Users) and consumers (Contacts) is simple, effective, intuitive, user-friendly and flawless
- Integration demos:
- Demo integrations and features to customers
- Release testing:
- Test all staging- and production releases
- Accept or reject each tested release candidate
- Security responsibilities:
- Adhere strictly to Eltropy’s policies and procedures related to security, confidentiality, availability and privacy
- Attend all trainings and awareness sessions related to security
- Report security events and incidents promptly through available channels of Eltropy
- Adhere to approval and authorization processes while handling, accessing, sharing, storing or processing Eltropy’s confidential information or data or personal data or customer information
- Responsibly and accountably handle sensitive information, protect access credentials, and manage data and information
Our take
Eltropy is on a mission to lead financial institutions (FIs) into the digital revolution with its communications platform enabling FIs to digitally engage in a secure and compliant way. Already, the company powers over 500 credit unions and community banks, including First Alliance and FiCare.
There is an increasing need for these institutions to provide secure ways to interact with customers, hence Eltropy has recently seen increased uptake of its solutions.
The company received timely investment from K1 in 2021, which was invested into scaling operations whilst expanding the digital communications platform for FIs, allowing for Eltropy to meet the spike in demand. In 2023, it has partnered with a number of banks such as TruWest to roll out greater video banking solutions such as fraud-fighting "video verify", whilst partnering with automated origination platform Origence to improve communication within the credit industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Company of Owners
- Healthcare & Dental Benefits
- People and Career Development
- Remote Hybrid Flexibility
- Catered Lunch & Unlimited Snacks
Company values
- Tell the Truth
- Nothing is Impossible
- Customers are our Northstar
- Results driven by Loyalty
- Family of Owners
Company HQ
Milpitas, CA
Articles
Leadership
Ashish Garg
(CEO)Previously co-founded Oodio.net, acting as a Board Member. Experience as CEO for BITS Pilani Alumni Association.
Chandra Bhople
(CTO)Previously co-founded and acted as Director for Business & Engineering Schools.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 2 more jobs at Eltropy